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The Certified Financial Planner focuses on assigned High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and works closely with internal portfolio managers. Certified Financial Planner (CFP.
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Certifications:Certified Financial Planner ® / CFP. The Expertise We’re Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience A CFP is helpful; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it.
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Location: Tifton, GOnsite Job Description As the Materials Planner, you will assist in determining the quality and order date for materials needed to meet the production needs. Competitive base salaryExcellent medical plans designed to support healthy lifestylesMental and financial health programsOutstanding 401K with company matching and 1-year bonusEmployee Stock Purchase ProgramCommunity involvement opportunitiesRobust Employee Assistance ProgramAnd much, much more.
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Mid-Level Planner - Tampa Halff is seeking to immediately hire a mid-level Planner with an emphasis in Land Entitlements and Land Planning for our Tampa, Florida office. For more than 70 years, Halff has provided smarter solutions throughout the United States offering services in Architecture, Construction Services, Energy, Environmental, Geographic Information Systems, Intelligent Transportation Systems, Land and Site Development, Planning and Landscape Architecture, MEP Engineering, Public Works, Right of Way, Structural Engineering, Subsurface Utility Engineering/Utility Coordination, Surveying, Transportation, Water Resources and Water/Wastewater.
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As the Sr. Planner, you will have the opportunity to be involved in the research and preparation of environmental documents within compliance of CEQA/NEPA for a various number of projects including private sector residential, commercial, and industrial development; parks and recreation facilities, waste/wastewater, stormwater, energy/utilities facilities, transportation infrastructure, education facilities, fuel break, and habitat restoration.
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The Material Planner / Scheduler will utilize a number of different systems / software including SAP, Procore, P6 as well as the standard Microsoft suite and some work with Power BI. They will also assist in the construction and maintenance of standardized reporting and then use the reporting tools to maintain effective and efficient records of the project activity.
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Additionally, the Maintenance Planner/Scheduler manages transactions for maintenance activities within the computerized maintenance management system, CMMS (ERP). The Maintenance Planner/Scheduler spends approximately 15% of his/her time accurately documenting material usage and contractor activities and subsequent costs of maintenance through transactions in the CMMS (ERP.
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Stantec Consulting Services, Inc., Transportation Planner (Multiple Positions), New York, NY. Report writing and other technical assignments, including performing transportation planning studies, traffic operations analyses, traffic impact studies, pedestrian studies, transit studies, speed studies, toll road feasibility studies, traffic signal timing analysis, crash analysis, and roadway safety audits.
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Plan, prioritize, assign, supervise, review, and participate in the work of staff responsible for providing services and activities in an assigned section and/or functional area in the Planning Division including in the areas of current or advanced planning, zoning administration, affordable housing, and/or special projects.
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The Financial Counselor is responsible for working with patients to pay their Cooley Dickinson hospital bills, carry out the hospital’s financial assistance and discount policy, collect payments, set up term arrangements, and use excellent judgment, independent problem solving, and decision-making skills to communicate issues while maintaining knowledge of state programs.
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Join the worlds top EPC firm for a robust Life Science Pharmaceutical Manufacturing Facility build in Lebanon, IN. This is an opportunity to support a top notch Project Controls team on a $5B design build as a Planner/Scheduler.
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The City of Westminster is seeking an experienced, solution-oriented Senior Planner to join the Community Development Department. The selected candidate will also be assigned as the project planner for advanced level, complex entitlement projects.
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If you revel in delivering exceptional customer service, finding joy in bringing couples' visions to life, and taking pride in creating unforgettable wedding experiences, then step into the role of Walters Wedding Planner with us.
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As lead or senior planner, coordinates planning projects related to policy development, land use, demographic analysis, housing, economic development/impact, transportation, environmental assessments, conducts planning research and studies; oversees project development and progress to assure timely completion; presents findings to department head and/or planning commission; conducts field inspections on development proposals, land-use issues, surveys, planning studies and other projects.
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The Senior Planner will continually work to disrupt racial disparities in the community through enhanced and inclusive community engagement and equitable and transparent processes. Assist with providing staffing for the Planning Commission, Board of Zoning Appeals, and the HRA. Attend meetings and assist with the planning process for public transit proposals affecting the City, including but not limited to light rail, bus routes, trails, bike paths, etc.
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Title: financial planner Company: High Note Wealth
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